WAM
KREF

Wealthspire Advisors (Maryland)’s KKR Real Estate Finance Trust KREF Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio KREF Stock Details KREF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-8
Closed – – 1283
2019
Q1 		$0 Hold
8
– – ﹤0.01% 2533
2018
Q4 		$0 Hold
8
– – ﹤0.01% 2509
2018
Q3 		$0 Hold
8
– – ﹤0.01% 2449
2018
Q2 		$0 Hold
8
– – ﹤0.01% 2508
2018
Q1 		$0 Buy
+8
New +$158 ﹤0.01% 2576

Other funds holding KREF

KKRC
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NSLI
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KREF Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of KKR Real Estate Finance Trust (KREF) in Q2 2019, closing a stake of 8 shares.

Wealthspire Advisors (Maryland) first reported a position in KREF in Q1 2018 and held it in 5 quarters. The position peaked at $0 in Q1 2019. 103 funds tracked by Wall St. Rank hold KREF as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining KKR Real Estate Finance Trust position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 8 KKR Real Estate Finance Trust shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in KKR Real Estate Finance Trust in Q1 2018 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s KKR Real Estate Finance Trust position peaked at $0 in Q1 2019.
  • 103 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.